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Find The Best Financial Advisors in Sugar Land, Texas
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Sugar Land, Texas
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sugar Land, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 67 non-vetted financial advisors in Sugar Land, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sugar Land, Texas have an average of 26 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Sugar Land, Texas
Sovereign Wealth Advisors
Sovereign Wealth Advisors, LLC
1 Sugar Creek Center Blvd Ste 340
281-491-2800
Top Financial Advisor Firms in Sugar Land, Texas (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| KINGS PATH PARTNERS LLC 206 Brooks Street, Sugar Land, TX, 77478-4212 | 269876 | $745,901,169 | 296 | A percentage of AUM, Hourly charges, Fixed fees |
| WJ INTERESTS, LLC 2333 Town Center Drive, Suite 100 Sugar Land, TX, 77478-4175 | 114381 | $455,302,000 | 768 | A percentage of AUM, Hourly charges, Fixed fees |
| RWM CAPITAL, LLC 1650 Highway 6, Suite 250 Sugar Land, TX, 77478 | 310635 | $164,600,000 | 872 | A percentage of AUM, Hourly charges, Fixed fees |
| LIVE OAK WEALTH ADVISORY GROUP, LLC 2245 Texas Drive, Suite 300 Sugar Land, TX, 77479 | 154962 | $125,463,109 | 319 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| AMBERWAVE PARTNERS 14090 Southwest Freeway, Suite 300 Sugar Land, TX, 77478 | 317103 | $897,654 | 1 | A percentage of AUM |
Additional Financial Advisors in Sugar Land, Texas
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Alan McGuire Dawson Inquire with Alan | 16554 Creek Bend Dr, Ste 100 Sugar Land, TX 77478 | 281-263-1624 |
| Alan Jaks Inquire with Alan | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-494-2820 |
| Brian Lemon Inquire with Brian | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-566-5502 |
| Scott Finley Inquire with Scott | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-494-2884 |
| H Bradley Whatley Inquire with H | 3 Sugar Creek Center Blvd, Ste 100 Sugar Land, TX 77478 | 281-494-8211 |
| Pradeep Gokhale Inquire with Pradeep | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-566-5508 |
| Raj Lahoti Inquire with Raj | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-494-2819 |
| Edward Dobin Inquire with Edward | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-494-2821 |
| Frank Burdick Inquire with Frank | 2277 Plaza Dr, Ste 650 Sugar Land, TX 77479 | 281-494-2863 |
| Morgan Stanley Financial Advisors Inquire with Morgan | 16554 Creek Bend Dr, Ste 100 Sugar Land, TX 77478 | 281-263-1600 |
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